Case Studies

Mr Anderson is a medical doctor with a high income. He and his wife still have some debt on their own home. Whilst they enjoy a good life style, he has minimal superannuation balances and other than their own home, they have no other assets. The tax paid per year is in excess of $100k.

Mr Smith started his transport company from humble beginnings and initially was unable to operate efficiently due to absence of proper accounting system, systems and procedures, board of management to help with the decision making. The company was having growing pains, and client was working long hours working in the business and not enough time on the business.

Mr and Mrs Jones have a successful wholesale and manufacturing business with about 15 staff. The business has grown to a level that procedures and processes were not up to date, too many staff and no proper human resources (HR) management, business profitability is down, overheads are up, debtors days are too high and stock levels are too high and not properly managed.

Mr and Mrs Jones have a successful wholesale and manufacturing business with about 15 staff. The business has grown to a level that procedures and processes were not up to date, too many staff and no proper human resources (HR) management, business profitability is down, overheads are up, debtors days are too high and stock levels are too high and not properly managed.

Mr and Mrs Kane own three commercial properties in their own names. As the loans on the properties were paid down, they find themselves with higher net rental income and therefore higher income tax payable. They have a SMSF with only a small share holding. They are also of retirement age and would like to plan for retirement.